
Breaking down Ottawa’s proposed tax changes
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
- By: Kevin Wark
- October 9, 2017 February 13, 2019
- 18:00
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance
Avoid these common self-destructive thought patterns
Jim Ruta cautions that segmenting clients can harm your reputation and your brand
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
Women will soon control almost half of Canadian assets, and require tailored advice
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)
Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1…
Dan Richards shares research on how advisors can boost productivity by putting away their smartphones
Resolving disputes positively can improve self-respect among staff
Dan Richards discusses how more consumers are using smartphones as their primary device to go online
Jim Ruta explains that many advisors have forgotten that meeting prospects for lunch yields optimal results
Dan Richards explains how data management can help you improve your online communication strategies to ensure that they’re “tailored, relevant and timely” to your clients
Jim Ruta explains the four essential character traits of people who excel in business
Dan Richards explains how a "test and try" mindset can accelerate new initiatives and put "agile development" to work in your business
Dan Richards explains the process of identifying your clients’ pain points and how to address them by delivering indispensable service
Jim Ruta explains that it's essential for advisors to avoid these five over-prospecting mistakes
Jim Ruta explains a business building tip from a young advisor who averages 150 insurance cases or more a year
Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)
Jim Ruta provides three tips on how to get effective results when calling prospective clients
Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)
Jim Ruta gives tips on how insurance advisors can leverage current business to generate A-list referrals
Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)